Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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North West Company Inc. (The) (NWC)
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Russel Metals Inc. (RUS)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
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NextEra Energy Inc. (NEE)
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Fortis Inc. (FTS)
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Capital Power Corporation (CPX)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hydro One Limited (H)
Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.
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Ecolab Inc. (ECL)
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NextEra Energy Inc. (NEE)
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Fortis Inc. (FTS)
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Agnico Eagle Mines Limited (AEM)
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Hydro One Limited (H)
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Linde plc (LIN)
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).
Thank you for the incredible insights. Have a great day!
Thank you for the incredible insights. Have a great day!
Q: May I have your opinion of best Canadian utility stock for long term hold? Thanks
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Illinois Tool Works Inc. (ITW)
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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Toromont Industries Ltd. (TIH)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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Rollins Inc. (ROL)
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Brown & Brown Inc. (BRO)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
Q: Hi Peter, Ryan, and Team,
US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.
Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.
Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.
US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.
Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.
Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.
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AbbVie Inc. (ABBV)
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Johnson & Johnson (JNJ)
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UnitedHealth Group Incorporated (DE) (UNH)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Hydro One Limited (H)
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SPDR Gold Shares ETF (GLD)
Q: Hi,
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
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Fortis Inc. (FTS)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Emera Incorporated (EMA)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
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TransAlta Corporation (TA)
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Hydro One Limited (H)
Q: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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Enghouse Systems Limited (ENGH)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.
Q: I’m finally back in black on Algonquin Power. Invested in it for the USD dividend that still qualified for the dividend tax credit. Would you hold or get out? thx
Q: If the northern states can get electricity from other US resources, how might that affect the stock price of Hydro One going forward?
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Fortis Inc. (FTS)
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Capital Power Corporation (CPX)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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Propel Holdings Inc. (PRL)
Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.
Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.
Thank you
IAn
Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.
Thank you
IAn
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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
Q: Hi,
Thanks for all your great advice. I particularly enjoyed your recent piece called: "5 inane U.S. policy moves that are spooking investors."
My question is:
If Premier Ford follows through on his 25% tariff on energy exports from Ontario (especially electricity), or even halts those exports, how will that likely impact Hydro One’s stock? Today (March 4) it is up almost 2%.
Thanks again, Michael
Thanks for all your great advice. I particularly enjoyed your recent piece called: "5 inane U.S. policy moves that are spooking investors."
My question is:
If Premier Ford follows through on his 25% tariff on energy exports from Ontario (especially electricity), or even halts those exports, how will that likely impact Hydro One’s stock? Today (March 4) it is up almost 2%.
Thanks again, Michael
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Costco Wholesale Corporation (COST)
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AbbVie Inc. (ABBV)
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Procter & Gamble Company (The) (PG)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Hydro One Limited (H)
Q: Hi Peter and gang,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
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NextEra Energy Inc. (NEE)
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Walmart Inc. (WMT)
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Alimentation Couche-Tard Inc. (ATD)
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Hydro One Limited (H)
Q: Can i please get your favorite Consumer Staple and Utility stock to buy right now. 1 for each CAD and US. I already own COST.
Thank you
Thank you
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Philip Morris International Inc (PM)
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Hydro One Limited (H)
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British American Tobacco p.l.c. (BTI)
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Propel Holdings Inc. (PRL)
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A & W Food Services of Canada Inc. (AW)
Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?
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Enbridge Inc. (ENB)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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BCE Inc. (BCE)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Peter, I have 100 shares of BCE both in my RRSP and TFSA accounts both at a loss of course. I've been using it as income. Would it be wise to sell and buy back after a month my break even point is around 47.00 and 49.00. If you would replace what are some stocks that could replace BCE. Thanks
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Toronto-Dominion Bank (The) (TD)
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Sun Life Financial Inc. (SLF)
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Northland Power Inc. (NPI)
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TMX Group Limited (X)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom